ELM PARTNERS MANAGEMENT LLC
Doing business as ELM WEALTH. SEC Form ADV profile.
Total regulatory AUM
$3,018,199,851
Discretionary
$3,018,199,851
Non-discretionary
$0
Firm details
- CRD number
- 167225
- SEC file number
- 801-78018
- Main office
- PHILADELPHIA, PA, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.